How do I export my inventory for tax or sale purposes?

Creating export-ready inventory reports

Exports let you use inventory data outside the app for taxes, sales listings, or estate planning. Choose formats like CSV for data or PDF for human-friendly reports.

Export steps:

  • Use the app's export feature to create CSV/JSON for spreadsheets
  • Generate a PDF report grouped by room or category for tax or sales documentation
  • Include photos as separate files zipped alongside exports if needed

What to include for tax or sale:

  • Item name, purchase date, purchase price, and current estimated value
  • Receipts and appraisal attachments
  • Serial numbers and condition notes

Verification and security:

  • Check exported files for completeness before sharing
  • Strip sensitive personal data if sharing publicly for sale

Exports help you present organized records to accountants, buyers, or legal parties and provide a durable snapshot of your possessions.